-87.5%
OPEN vs ACI
+31.1%
-118.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.6% |
| 7D | -21.7% | -5.9% | -15.8% | -20.8% |
| 30D | -36.5% | +7.2% | -43.7% | -36.9% |
| 3M | -59.5% | +8.8% | -68.4% | -59.9% |
| 6M | -71.9% | -17.2% | -54.7% | -71.3% |
| YTD | -75.8% | -21.3% | -54.6% | -75.2% |
| 1Y | -78.5% | -23.7% | -54.8% | -77.9% |
| 3Y | -30.2% | -32.8% | +2.6% | -28.5% |
| 5Y | -93.3% | -41.4% | -51.9% | -93.1% |
| All | -87.5% | +31.1% | -118.6% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ACI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling